Maressia Twele
@Twele Capital Management, Inc.
Latest period2024 - Q4ReportedManaged Assets$471.734MTotal holdings40
Assets growth rate-0.98%Assets growth rate (2-Q avg)3.51%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Twele Capital Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 40 positions.
Assets under management
The assets under management (AUM) of Twele Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 471.734M in assets, with a quarterly growth rate of -0.98% and a 2-quarter average growth rate of 3.51%. The portfolio is managed by Maressia Twele, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IVVIshares Tr
| 11.75% | $55.423M 94,147 shares@ $588.69 avg price | Decreased -4.67% |
VOOVanguard Index Fds
| 10.68% | $50.361M 93,467 shares@ $538.82 avg price | Decreased -4.89% |
VYMVanguard Whitehall Fds
| 7.8% | $36.776M 288,232 shares@ $127.6 avg price | Decreased -1.76% |
IJHIshares Tr
| 4.61% | $21.701M 348,276 shares@ $62.31 avg price | Decreased -7.72% |
VBVanguard Index Fds
| 3.3% | $15.524M 64,609 shares@ $240.29 avg price | Decreased -0.35% |
AAPLApple Inc
| 0.16% | $710,502 2,837 shares@ $250.45 avg price | Decreased -6.92% |
VUGVanguard Index Fds
| 0.11% | $492,528 1,200 shares@ $410.44 avg price | Decreased -0.82% |
DVYIshares Tr
| 0.09% | $404,111 3,078 shares@ $131.3 avg price | Decreased -3.6% |